Is anyone else getting absolutely slammed with work this month?

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This is the worst year-end in a while. Hang in there!

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Nothing can be worse than sept/oct when it looked like our entire practice was about to change. Barely survived.

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What type of planning work were you doing then?

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Additional Posts in Estate Planning Attorneys

What type of binding do you prefer/use for original estate planning documents (Wills, Trust Agreements, and Powers of Attorney)? I have seen everything from a staple (with and without a blue back), 3-prong folders, and just a binder clip.

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For those offering the option of retaining client's original estate planning documents and storing them offsite, what are your policies? I'm shopping around for off-site options. Any tips on what to look for?

What’s y’all’s favorite EP document generating software system? California systems a plus!

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Any attorneys in the Bay Area practicing just in estate planning (not litigation), can you give your take on whether you would get enough business to do only planning? I'm currently doing family law and I want to start moving away from litigation. For family law there really isn't a non litigation role that produces enough business (i.e. mediation). I do okay, but definitely have to take on more litigation than I prefer. I was thinking estate planning might be a good addition to the mix.

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Are Estate planners very busy during covid? Some have told me they are not and it surprised me.

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I am wondering which drafting software everyone uses or likes. For years I have used WealthCounsel and more recently ElderCounsel, but I find them too expensive. I also do a good number of Special Needs Trusts as part of my practice. Any advice on a more reasonably priced drafting software?

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Where is everyone buying their EP portfolios for clients?

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Anyone in CA use the FORE! Trust software and have a good experience with it? TIA!

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